Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssa? Claim Your ProfileAlyssa Olivas Najar is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. in El Paso, Texas. Alyssa has been in the financial services industry since August 2018. Alyssa has passed multiple industry exams including the Series 7, Series 6, Series 63, Series 65, Series 9 and Series 10 exams. Alyssa previously worked at MWA Financial Services Inc. and has experience working with a variety of clients, including individuals, families, and businesses. Alyssa focuses on providing financial planning, investment management, and retirement planning services. Alyssa is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
07/08/2022 - Present
Charles Schwab & CO., Inc. (El Paso TX)
TX
07/31/2018 - 06/10/2022
MWA FINANCIAL SERVICES INC. (AUSTIN TX)
IA
Issued 01/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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